Member Services Expert: Drive Financial Access

Self-Help Credit Union; Rosman (NC); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Generous benefits package

Equal opportunity employer

Job summary

Self-Help Credit Union in Rosman, NC is hiring a front-line Member Service Representative. You will open accounts, process deposits and withdrawals, and provide friendly, accurate service to members in person and by phone.

The role requires high school diploma, English/Spanish bilingual preferred, cash handling experience, and ability to work evenings/weekends. Proficiency with basic software (Excel, Word, Outlook) and strong teamwork are valued.

Qualifications

• High School diploma or equivalent.
• Bilingual in English/Spanish highly preferred but not required.
• Minimum one year experience in financial institution or other customer service industry preferred.
• Prior cash handling and customer service responsibilities preferred.
• Ability to operate credit union systems and proprietary software.

Responsibilities

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Disburse cash and check withdrawals.
• Complete member transactions accurately and timely within prescribed limits and guidelines or seek approval for exceptions.
• Open new membership accounts and assess for accuracy and compliance.
• Research and address member inquiries about credit union services and accounts.
• Promote credit union products and services.
• Maintain base knowledge of consumer and mortgage loans to refer loan products accordingly.
• Achieve individual and branch growth goals.
• Identify solutions to support member needs.
• Observe security/internal controls and protect the credit union from fraud.

Skills

Bilingual English/Spanish

Customer service

Communication skills

Teamwork

Attention to detail

Flexible hours

Cash handling

Data entry

Education

High School graduate or equivalent

Tools

New Solutions

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Self-Help Credit Union in Rosman, NC is hiring a front-line Member Service Representative. You will open accounts, process deposits and withdrawals, and provide friendly, accurate service to members in person and by phone.

The role requires high school diploma, English/Spanish bilingual preferred, cash handling experience, and ability to work evenings/weekends. Proficiency with basic software (Excel, Word, Outlook) and strong teamwork are valued.